苹果没有什么大的创新_老虎社区_美港股上老虎 - 老虎社区

下周减肥大胃蔡

苹果没有什么大的创新。做啥啥不成，ai还是用ipenai的，只能说沦为平庸

苹果暴跌，被内存涨价逼到加价，"美光的蜜糖苹果的砒霜"？

苹果（AAPL）失守$280，导火索是它宣布上调iPad与MacBook售价，并直接归因于"AI热潮下芯片/内存成本飙升"。这恰是内存超级周期的另一面——美光、SanDisk大涨的"蜜糖"，正变成下游硬件厂商的"砒霜"：成本被迫转嫁、需求恐受抑制、毛利率承压，"Micron's gain is Apple's pain"成了今日市场最贴切的注脚。当上游内存吃掉产业链利润，被加价的苹果是错杀的避险品，还是margin压力才刚开始？你会逢跌买苹果吗？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

Xzhouz
2024-09-09
Xzhouz
有用户粘性，有稳定的收入，我觉得就够厉害了。苹果用户基本上3年就会换新机，所以市占率到达顶峰以后，苹果仍有大量的（跟新）带来的利润。
- 下周减肥大胃蔡:
  估值已经兑现了，要看未来趋势，目前苹果的主要利润来源就是iphone手机和苹果税，这两块都在松动。我也是十几年果粉，现在都在考虑换安卓机
larryliuming
2024-09-09
larryliuming
诺基亚。。。。？希望不会。。
拉风的小蜗牛
2024-09-07
拉风的小蜗牛
[你懂的]openAI

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4

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